Method Community

I want to add a custom grid in the contacts portal to display customer documents like it shows up under the customers tab/documents tab. I have been working on this for 2 days now with no success. What I want my customer to see when they log in: Document name and Document attachment. I only what them to have access to their files with an ...

Hi there, I'm building a small addition to our app which will facilitate multiple shipping address options for a given Sales Order. I have a separate, popup screen for selecting the shipping addresses associated with a given Customer, as identified on the Sales Order. The trouble is I can't seem to pass the Shared Result, which is being ...

Our accounting department are thinking about moving our quickbooks data from desktop to the online version. We are currently using method with the desktop version. Is it an easy transition to move method to the online version of Quickbooks? thanks

Greetings, 1. Do you have Schedual and invoicing? I do and i can change all my work orders to completed with one button click.  Re configure the button on that screen to accpet all activities and you would be set. 2. The other option is to create a simple grid from the activities table and make the grid so you can edit it. ...

I have about 230 activities assigned to a salesperson from the beinning of June through the end of August that are currently marked as "not started" that I need marked as "completed". Is there a way for me to acomplish this in one fell swoop? Or will I need to go through one at a time and mark them as complete?

Jason, I think I was able to do this correctly, after the initial add, I can't get the screen to show both criteria at the same time like you have above, but I think the second part is still there as I have the "remove Where" option, but no "And Where" option.  However, when I run the actions, it is returning the same ...

Greetings, It looks like method cant get the Quanity On Hand from quickbooks online. Is this a quickbooks issue?   John M

"August" version now available The following updates are available on the staging site, as of August 29th.  You can access the August version by clicking "Switch to the August Version" when you sign into Method. NEW - PayPal: We are now supporting Paypal Credit Card, and PayPal Account payments, via an open beta. Learn ...

Hi Parker, Thanks for the reply Mark!  I am moving this over to our MethodAPI Forum section in case our development team has any additional comments to add on this subject. -Ben

Hi Mike, Is it always the main account that is poplulated/not populated?  Can you replicate this, or is it completely random? - Adam